Invite Suppliers & Clients

11 Nov Invite Suppliers & Clients

You can achieve the best automation if you suppliers are connected to Promis as well. It means their invoices to you flow straight into Promis and potentially into your accounting system with all details and completely error free.

We suggest that you only start with your 3-5 most important suppliers. That way you can communicate with them directly about Promis and both of you will get the benefit.

You’ll see a list of your supplier contacts (according to your accounting system) under Automation – Invite Suppliers or Invite Clients. You might need to add their email address, then you can choose which ones you want us to send an invitation to.

Please add a personal note to the prepared email for the best success. And if you speak with them, prepare them for the invitation to come.

You can also add contacts that are not showing in the list.

Next: Automation Rules

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